Douglas Jones
Douglas Jones is a registered investment advisor at Wood Creek Capital Advisors, LLC, based in Lynchburg, VA, with 18 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 261 clients with $55M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wood Creek Capital Advisors charges a fee based on the amount of your portfolio. The annual fee will not exceed 2% of your portfolio. The annual fee is negotiable. Fees are billed quarterly in advance. For variable annuities and life management, the fees will not exceed 1.5% of the assets managed. Accounts within the same household may be combined for a reduced fee.
Location
101 Duncraig Dr., Unit 106, Lynchburg, VA, 24502
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2018Other Business ActivitiesSells Insurance
Douglas is a sole proprietor working as an insurance agent since 2017, focusing on life insurance sales. This activity takes a few hours per week.
Employment History
Current Registrations
Wood Creek Capital Advisors, LLC
Previous Registrations
LPL Financial LLCBroker
Colonial River Wealth Management LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
MML Investors Services, LLC
Gwn Securities INC.Broker
Interactive Financial Advisors
MML Investors Services, INC.
MML Investors Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.